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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1651
Greystone Financial Group
Michigan
$916K -$107K -1,462 -11%
SIS
1652
Sound Income Strategies
Florida
$915K +$135K +1,843 +18%
SL
1653
Summitry LLC
California
$915K +$871K +11,869 New
AFG
1654
ABLE Financial Group
Arizona
$914K – – –
LB
1655
Legacy Bridge
Iowa
$909K +$35.9K +489 +4%
LWM
1656
Luminvest Wealth Management
Arizona
$906K – – –
RSS
1657
Rosenblum Silverman Sutton
California
$906K -$18.1K -247 -2%
PWA
1658
Primoris Wealth Advisors
Florida
$905K -$54.5K -743 -6%
IWP
1659
Invenio Wealth Partners
Florida
$903K – – –
CCA
1660
Conservest Capital Advisors
Pennsylvania
$900K +$880 +12 +0.1%
CWM
1661
Clearview Wealth Management
California
$900K – – –
NA
1662
Navellier & Associates
Nevada
$898K – – –
NRC
1663
New Republic Capital
North Carolina
$898K -$89.7K -1,222 -9%
S
1664
SignatureFD
Georgia
$898K -$41.8K -569 -5%
WLPWM
1665
Walled Lake Planning & Wealth Management
Illinois
$898K +$21.7K +296 +3%
MJRIC
1666
Mogy Joel R Investment Counsel
California
$896K +$4.04K +55 +0.5%
VWM
1667
Vertrix Wealth Management
Michigan
$896K +$128K +1,745 +18%
IIC
1668
Ironwood Investment Counsel
Arizona
$893K +$13.2K +180 +2%
SFP
1669
Shepherd Financial Partners
Massachusetts
$891K -$9.1K -124 -1%
CPA
1670
Cardiff Park Advisors
California
$886K -$16K -218 -2%
E3F
1671
Eight 31 Financial
Texas
$885K +$22.1K +301 +3%
TI
1672
Truepoint Inc
Ohio
$882K +$26.8K +365 +3%
OKSA
1673
O'Keefe Stevens Advisory
New York
$882K – – –
SC
1674
Slow Capital
California
$879K – – –
EAN
1675
Excelsior Advisor Network
Colorado
$877K +$258K +3,514 +45%
65 66
67
68 69